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Robert Grant Hensley

Strategic Advisers LLC

Dallas, TX

Dallas, TX

CRD 7684323

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-02
  • TX RA
    APPROVED
    Since 2026-06-02

Branch Locations

8411 Preston Road Suite 130, Dallas, TX 75225-5521 • United States

Dallas, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sauce Pizza & Wine Dallas TX 01/2021 03/2021
Unemployed Dallas TX 05/2019 08/2019
Bear Staffing Las Colinas TX 10/2019 03/2020
Valet Living Dallas TX 08/2019 09/2019
Mark Spain Real Estate Plano TX 09/2022 10/2022
Texas Secuities Inc. Carrollton TX 03/2023 06/2024
Unemployed Dallas TX 06/2024 01/2025
Fidelity Investments Westlake TX 01/2025 Present
Unemployed Dallas TX 12/2020 01/2021
Southern Star Chattanooga TN 06/2016 11/2016
Personal Capital Dallas TX 01/2019 05/2019
Student Chattanooga TN 01/2013 01/2019
Student Dallas TX 08/2014 01/2019
El-Lynx Lewisville TX 03/2020 11/2020
Squeezed Juice Dallas TX 09/2019 10/2019
Trugreen Lawn Dallas TX 07/2019 09/2019
State & Allen Restaurant Dallas TX 04/2022 09/2022
Unemployed Dallas TX 10/2022 03/2023
Valet Living Dallas TX 11/2021 12/2021
Ben Lauer Real Estate Dallas TX 03/2021 04/2022
  • 01/2021 → 03/2021
    Sauce Pizza & Wine
    Dallas, TX
  • 05/2019 → 08/2019
    Unemployed
    Dallas, TX
  • 10/2019 → 03/2020
    Bear Staffing
    Las Colinas, TX
  • 08/2019 → 09/2019
    Valet Living
    Dallas, TX
  • 09/2022 → 10/2022
    Mark Spain Real Estate
    Plano, TX
  • 03/2023 → 06/2024
    Texas Secuities Inc.
    Carrollton, TX
  • 06/2024 → 01/2025
    Unemployed
    Dallas, TX
  • 01/2025 → Present
    Fidelity Investments
    Westlake, TX
  • 12/2020 → 01/2021
    Unemployed
    Dallas, TX
  • 06/2016 → 11/2016
    Southern Star
    Chattanooga, TN
  • 01/2019 → 05/2019
    Personal Capital
    Dallas, TX
  • 01/2013 → 01/2019
    Student
    Chattanooga, TN
  • 08/2014 → 01/2019
    Student
    Dallas, TX
  • 03/2020 → 11/2020
    El-Lynx
    Lewisville, TX
  • 09/2019 → 10/2019
    Squeezed Juice
    Dallas, TX
  • 07/2019 → 09/2019
    Trugreen Lawn
    Dallas, TX
  • 04/2022 → 09/2022
    State & Allen Restaurant
    Dallas, TX
  • 10/2022 → 03/2023
    Unemployed
    Dallas, TX
  • 11/2021 → 12/2021
    Valet Living
    Dallas, TX
  • 03/2021 → 04/2022
    Ben Lauer Real Estate
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-06
S63 Uniform Securities Agent State Law Examination 2023-01-17
  • S66 Uniform Combined State Law Examination
    2026-05-06
  • S63 Uniform Securities Agent State Law Examination
    2023-01-17
Other Names
  • Grant Hensley
  • Robert Grant Hensley
  • Robert Hensley

View on SEC IAPD

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